Let's drive wealth tech

A Revolutionary Approach to Wealth Management Technology

What We Do

We are a unique team of former wealth management executives helping our complex wealth, RIA and family office clients improve their technical capabilities across the entire client and advisor experience. Our perspective comes from a long history of delivering innovation through difficult realities of small and large financial services organizations.

How We Help
  • Doug is a wealth-tech unicorn. He has an innate sense of how technology is transforming wealth management, in particular how advisor and client roles and expectations are changing. Perhaps more importantly, he has the rare experience to appreciate the complexities for large institutions to respond strategically. Professional, yet friendly, it has been a joy working with Doug.

    – Edwin Choi Founder at Capitect and Mariposa Capital Management

  • Few people have a deep understanding of the complexities of wealth management or a valuable perspective around how to maximize technology. Doug Fritz is a refreshing change in the industry. Every time I meet with him I learn a tremendous amount and it always has a positive benefit on my business.

    – Greg Friedman President CEO Private Ocean Wealth Management; President, CEO Junxure

  • When it comes to wealth technology strategy there are lots of firms that talk a good game, but Doug Fritz helps you make it happen. I’ve had the pleasure of knowing and interacting with him for several years and his insight and experience have always been helpful. I would recommend working with Doug if you need help making a material impact on your firm’s pace of innovation, scale or client experience.

    – Mojgan Nowain Senior Technology Executive

  • I worked with Doug while I was the Deputy Chief Investment Officer for Wells Fargo Wealth Management. Doug brought a unique skill set of wealth management knowledge and technology insight to our team. He was able to identify how we can improve our business by improving our client's experience through technology. Doug pinpointed opportunities, designed solutions, and most importantly knew how to execute. He provided me personally with fresh, unique ideas to help my management of a complex financial services firm.

    – Ron Florance President at RMF Consulting

  • Doug is a great resource for any size financial institution looking for a partner to define and shape their digital wealth management strategy. His proven experience of driving innovation through fintech partnerships while successfully navigating the complexities with dated technologies/processes at large FIs make him a very unique and valuable individual. His deep industry knowledge, pulse on trends, and a strong industry rolodex position him as an ideal partner.

    –Kaushal Pandia Director of Enterprise Solutions at FutureAdvisor

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Advisor Discretion Doesn’t Have To Be a Zero-Sum Game

F2 Strategy and MyVest partnered to research the evolving state of Discretionary Portfolio Management (DPM) programs.

Atlanta, GA
The investment advisory solutions industry’s most important event of the year
Chicago, IL
Addressing the digital divide: Best practices in implementing digital client experiences.
New York, NY
Recognizing outstanding achievement in the Wealth Management Industry.
New York, NY
This event will focus on the adoption of cutting-edge technology for the family office segment.
Las Vegas, NV
Didn't make it to this year's InvestCloud User Con? Check out some highlights from the event of the year!
Judge + Panel Leader
New York, NY
Now in its 4th year, the 2018 Industry Awards recognized the companies and organizations that supported financial advisor success.
Featured Speaker
New York, NY
In|Vest West 2018 will offer specific focus on the firms that are bringing investing to the masses and those that are involved in the growing wave of consolidation.
Las Vegas, NV
Is the Financial Industry competing against Amazon and Starbucks? Doug Fritz, CEO of F2 Strategy discusses how client expectation is changing, and how we we fund innovation to adapt to that.